Panel makers have been revising down their fab operation target plans. The utilization rate cuts are due to a fall in panel prices driven by weakening demand, prolonged panel oversupply, and rising panel inventories.
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Display Dynamics – September 2021: Panel makers are forecast to revise down LCD fab utilization rates from September 2021 to 4Q21
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Alex Kang
Follow AnalystPrincipal Analyst, Display Fab Management & Korea Display
Alex Kang covers LCD and OLED manufacturers' fab, production, and inventory management as well as overall Korea display industry trends.
Alex joined Omdia in 2005 and has carried out multiple projects for players in the display industry as well as government entities. He has led numerous projects, including feasibility studies of investment, marketability forecasts of emerging technologies, establishment of business cluster development strategy, and long-term LCD and OLED market volume and pricing forecasts. This experience has provided him with extensive network capability in the display panel market and in-depth knowledge of the supply chain. Alex received a bachelor’s degree in sociology from Hanyang University in Seoul, Korea.
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